A committed, caring and collaborative team here for you
Steel Valley Wealth Strategies was built by financial industry veterans and brothers Jim McLean and Larry McLean. Raised in a Midwest farming community, they learned early on about the importance of values such as hard work, honesty and integrity, and that trust is something consistently earned by one’s actions.
Jim still holds these values sacred, and they guide him in both his personal life and professional life as Senior Vice President, Investments. His expertise includes leveraging short-term volatility in financial markets and encouraging clients to focus on long-term perspectives. Driven by the desire to help ensure that his client’s needs will be served well into the future, Jim sought to build a bridge for his business by partnering with his daughter, Kelly McLean Rindock, in 2007 and she became the First Vice President, Wealth Management, in 2017.
Educated and motivated, Kelly brings a new, multigenerational perspective to the team. Kelly additionally serves as the Allentown office branch manager. Kelly delivers personalized service and sound guidance for all her client’s financial needs while also being welcoming and ensuring clients feel comfortable in her hands. Jim and Kelly collaborate to share their knowledge and capabilities, enabling them to provide clients with seamless financial programs designed to help them achieve their goals.
Retiring at the end of 2022, Larry had a fulfilling career working with his clients to achieve their goals and dreams, with his niece Kelly to continue leading the way for his clients.
Their efforts are supported by their team of associates. Christy Lukity, senior client service associate, is committed to thoroughly addressing the needs and requests of our clients as her top priority. She has been doing so for 10 years and upholds an array of responsibilities for the team. Mikayla Kelhart, registered client service associate, recently joined the team in June 2022 after graduating college. Since obtaining her registrations, she has been assisting our team by working with Jim and Kelly on trading and working with clients as well. Bernadette Pucillo, senior registered sales associate, began her career in the industry in 1991 and joined Raymond James in 2010. She obtains her registrations and works to efficiently add value to our team by working with our clients and advisors to make sure everything is running smoothly. Together, this well-rounded team is dedicated to delivering the professional financial guidance and personal, attentive service that our clients deserve.
ALWAYS SEEKING EXCELLENCE
Steel Valley Wealth Strategies has a client advisory board made up of 10 well-respected individuals with a wide range of personal and professional experience who meet on a quarterly basis to help the group refine its financial practice and further enhance the client experience.
By hearing the board’s input on the current financial environment, the team can learn how to best address the board members’ concerns and provide the guidance they seek. The McLean team also listens to the board’s opinions on topics such as events hosted by the team, future growth plans, website development, client communications and any areas where the team can make improvements.
